A WORLDWIDE INITIATIVE OF INDEPENDENT EXPERTS
Control and finance of family assets | Education of family members | Estate planning | Emigration and immigration | Family business | Family charter | Family disputes | Family governance | Foundations | Information and influence of family members | Structuring the business | Philanthropy | Pre- and post-marital agreements | Tax Planning | Trusts | Wealth protection | Will and living will
Foundations
What you need to know about setting up an Anguilla Foundation
The formalities for creating an Anguilla Foundation are almost as simple as creating an Anguilla Trust, with only a few more formalities for compliance purposes, but essentially not difficult. An Anguilla foundation is established by a natural or legal person making a...
Principal Residence Trust
Setting up a trust to hold a family home can provide tax benefits and asset protection. The family home is often one of the key family assets. It can be the object of friction among family members, and be subject to tax on sale or death, unless proper planning is...
What you need to know about setting up an offshore trust for a Chinese high net worth individual (“HNWI”)?
Issues arising from setting up an offshore trust for a Chinese HNWI include the recognition of the trust itself and other legal and tax constraints. As more Chinese HNWIs have realized the unique benefits of offshore trust, especially in the areas of asset protection...
How could PRC community property rules impact offshore trust planning?
Property acquired during marriage will be presumed as community property if not otherwise structured. Property planning helps to obtain clean title to the assets that a PRC settlor wishes to contribute to an offshore trust, and thus prevents potential risks and...
Should I use a Liechtenstein foundation as a private trust company for my family trusts?
Should I use a Liechtenstein foundation as a private trust company for my family trusts? Many families use trusts as an estate planning vehicle and for wealth preservation. Increasingly, instead of using a trustee company owned by a financial service provider, a...
